Dimensional Fund Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $179M | Buy |
689,467
+34,556
| +5% | +$8.96M | 0.04% | 574 |
|
2025
Q1 | $159M | Buy |
654,911
+25,343
| +4% | +$6.17M | 0.04% | 604 |
|
2024
Q4 | $160M | Buy |
629,568
+46,577
| +8% | +$11.9M | 0.04% | 634 |
|
2024
Q3 | $171M | Sell |
582,991
-1,829
| -0.3% | -$537K | 0.04% | 595 |
|
2024
Q2 | $142M | Buy |
584,820
+81,966
| +16% | +$19.9M | 0.04% | 665 |
|
2024
Q1 | $135M | Sell |
502,854
-2,633
| -0.5% | -$704K | 0.04% | 719 |
|
2023
Q4 | $125M | Sell |
505,487
-6,795
| -1% | -$1.68M | 0.04% | 716 |
|
2023
Q3 | $93.8M | Sell |
512,282
-29,000
| -5% | -$5.31M | 0.03% | 850 |
|
2023
Q2 | $127M | Buy |
541,282
+12,260
| +2% | +$2.88M | 0.04% | 628 |
|
2023
Q1 | $107M | Buy |
529,022
+20,485
| +4% | +$4.15M | 0.04% | 738 |
|
2022
Q4 | $98.8K | Buy |
508,537
+19,438
| +4% | +$3.78K | 0.03% | 779 |
|
2022
Q3 | $83.8M | Buy |
489,099
+15,364
| +3% | +$2.63M | 0.03% | 837 |
|
2022
Q2 | $86.6M | Buy |
473,735
+34,707
| +8% | +$6.34M | 0.03% | 849 |
|
2022
Q1 | $104M | Buy |
439,028
+8,662
| +2% | +$2.05M | 0.03% | 823 |
|
2021
Q4 | $126M | Buy |
430,366
+7,826
| +2% | +$2.29M | 0.04% | 692 |
|
2021
Q3 | $107M | Sell |
422,540
-2,468
| -0.6% | -$625K | 0.03% | 771 |
|
2021
Q2 | $102M | Buy |
425,008
+10,115
| +2% | +$2.42M | 0.03% | 839 |
|
2021
Q1 | $75.2M | Buy |
414,893
+9,077
| +2% | +$1.64M | 0.02% | 1074 |
|
2020
Q4 | $78.3M | Buy |
405,816
+30,295
| +8% | +$5.84M | 0.03% | 978 |
|
2020
Q3 | $58.9M | Buy |
375,521
+16,146
| +4% | +$2.53M | 0.03% | 1048 |
|
2020
Q2 | $61.8M | Buy |
359,375
+594
| +0.2% | +$102K | 0.03% | 1003 |
|
2020
Q1 | $42.9M | Sell |
358,781
-14,370
| -4% | -$1.72M | 0.02% | 1156 |
|
2019
Q4 | $52.3M | Sell |
373,151
-42,254
| -10% | -$5.92M | 0.02% | 1379 |
|
2019
Q3 | $58.4M | Sell |
415,405
-127,437
| -23% | -$17.9M | 0.02% | 1242 |
|
2019
Q2 | $73.4M | Sell |
542,842
-23,359
| -4% | -$3.16M | 0.03% | 1007 |
|
2019
Q1 | $67.1M | Sell |
566,201
-4,494
| -0.8% | -$532K | 0.03% | 1067 |
|
2018
Q4 | $53.2M | Buy |
570,695
+60,859
| +12% | +$5.67M | 0.02% | 1175 |
|
2018
Q3 | $66.6M | Buy |
509,836
+20,845
| +4% | +$2.72M | 0.03% | 1123 |
|
2018
Q2 | $61.2M | Buy |
488,991
+18,925
| +4% | +$2.37M | 0.02% | 1178 |
|
2018
Q1 | $55.4M | Buy |
470,066
+24,922
| +6% | +$2.94M | 0.02% | 1223 |
|
2017
Q4 | $52.5M | Sell |
445,144
-20,330
| -4% | -$2.4M | 0.02% | 1303 |
|
2017
Q3 | $49.3M | Buy |
465,474
+4,457
| +1% | +$472K | 0.02% | 1317 |
|
2017
Q2 | $63.4M | Buy |
461,017
+10,708
| +2% | +$1.47M | 0.03% | 955 |
|
2017
Q1 | $61.6M | Buy |
450,309
+10,590
| +2% | +$1.45M | 0.03% | 933 |
|
2016
Q4 | $52M | Sell |
439,719
-913
| -0.2% | -$108K | 0.03% | 1072 |
|
2016
Q3 | $59.3M | Buy |
440,632
+14,848
| +3% | +$2M | 0.03% | 862 |
|
2016
Q2 | $54.7M | Buy |
425,784
+6,374
| +2% | +$818K | 0.03% | 875 |
|
2016
Q1 | $47.9M | Buy |
419,410
+6,839
| +2% | +$782K | 0.03% | 970 |
|
2015
Q4 | $46M | Buy |
412,571
+13,484
| +3% | +$1.5M | 0.03% | 935 |
|
2015
Q3 | $38.8M | Sell |
399,087
-5,009
| -1% | -$487K | 0.03% | 1050 |
|
2015
Q2 | $39.2M | Buy |
404,096
+17,608
| +5% | +$1.71M | 0.02% | 1129 |
|
2015
Q1 | $35.9M | Buy |
386,488
+1,174
| +0.3% | +$109K | 0.02% | 1184 |
|
2014
Q4 | $31.2M | Buy |
385,314
+34,542
| +10% | +$2.79M | 0.02% | 1266 |
|
2014
Q3 | $26.2M | Buy |
350,772
+12,233
| +4% | +$914K | 0.02% | 1329 |
|
2014
Q2 | $24.6M | Buy |
338,539
+23,599
| +7% | +$1.71M | 0.02% | 1431 |
|
2014
Q1 | $21.4M | Buy |
314,940
+8,724
| +3% | +$594K | 0.02% | 1513 |
|
2013
Q4 | $21.2M | Buy |
306,216
+1,934
| +0.6% | +$134K | 0.02% | 1496 |
|
2013
Q3 | $18.2M | Buy |
304,282
+10,062
| +3% | +$602K | 0.02% | 1524 |
|
2013
Q2 | $17.3M | Buy |
+294,220
| New | +$17.3M | 0.02% | 1454 |
|